58 Klingner Rd, Redcliffe QLD 4020
(07) 3883 8999

[Responding to COVID-19] Click here for information, updates and how we can help.

To realise your personal and professional goals requires a plan… Accountplan

At Accountplan we’ve been strategically advising clients on how best to achieve their goals for over 35 years and provide a range of financial services to our customers including accounting, tax & BAS, business advisory and mentoring, financial planning and wealth creation, superannuation and investment strategies, risk management and finance advice and broking.

Taking Appointments Now – Click here to see our availability and how to get in touch.

Upcoming Key Dates

Be sure not to forget these important key dates

9th and 11th August

EKKA Show Day Holidays

Accountplan will be open for business on both days

25th August

Quarter 3 BAS is due

Businesses registered for GST, and who use a Reg’d Tax Agent, are required to lodge their March quarter Business Activity Statements to the ATO.

28th August

TPAR Reporting

You may need to lodge a Taxable payments annual report (TPAR) by 28 August if you are a business that provides services in building and construction, cleaning, road freight, IT, security, investigation or surveillance

A little about us…

No matter what stage of life you’re in, Accountplan can help you achieve your financial goals and provide taxation, superannuation, finance and business advice.

Accountplan is a professional Taxation, Accounting, Mortgage Broking and Financial Planning business with a proud local history over 35 years on the Redcliffe Peninsula.

Our aim is to provide a broad range of quality financial services to our clients with a focus on maximising wealth and minimising tax and helping our clients grow their own businesses.

Financial Services Guide